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First Meeting - In Office
Free · 1 hour
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Virtual First Meeting over computer
I will email you a gotomeeting link approximately 5 minutes prior to meeting time
Free · 1 hour
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Virtual Financial Plan Presentation Meeting over computer
I will email you a gotomeeting link approximately 5 minutes prior to meeting time
1 hour 30 minutes
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Virtual Review & Plan Update Meeting over computer
I will email you a gotomeeting link approximately 5 minutes prior to meeting time
1 hour
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Virtual Strategy Meeting (2nd Meeting) over computer
I will email you a gotomeeting link approximately 5 minutes prior to meeting time
1 hour
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Out-of-Office Appointments - Please Email or Call to schedule
I can come to your home or office. I will need to plan for travel time as well.
1 hour
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Review & Plan Update Meeting - In Office
1 hour
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Strategy Meeting (2nd Meeting) - In Office
1 hour
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Financial Plan Presentation - in Office
1 hour 30 minutes
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Phone Call (15 Minutes)
Please note if you want me to call you
15 minutes
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Phone Call (30 Minutes)
Please note if you want me to call you
30 minutes
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Evenings - Please Email or Call Me
Please Email me to request an evening appointment
1 hour